The goal of the Customer Finance Analyst is to critically review, and process orders based on credit information given.
Day to day this role will have about 20 inbound and outbound calls regarding various situations such as collections, updating/releasing orders and past due payments.
Essential Duties & Responsibilities:
Contact customers with delinquency and negotiate payment plans
Process orders with information given or contact customer to receive information
Receive incoming calls from customers regarding questions on account
Receive and report credit holds such as credit limit, overdue invoices, credit card declines, etc.
Review and collect outstanding returned checks
Review internal and external information and establish credit limits
Qualifications:
Skills:
Data Entry: Excel and Oracle
Beginner/Mid Excel experience
Effectively manage multiple priorities
Adapt to situations outside of the usual occurrence
Qualities:
Salesmanship
Team player
Customer focused
Integrity in business practices and when working with others
Hunger for continuous improvement personally and professionally
Experience:
Database entry
Answer and make calls
High school diploma or GED equivalent required
Bachelor’s degree in Finance or a combination of education and work experience is preferred
